Our Team

ryan-kelly

Ryan Kelly

CFP®

Managing Director

darryn

Darryn Pereira

BCom, ADFP

Senior Financial Planner

tony

Tony Minchin

ADFP

Senior Financial Planner

scott

Scott Tang

GDFP, ADFP

Senior Financial Planner

jay

Jay Thwaites

BCom, GDFP

Financial Planner

jessie

Jessie Grove

BCom

Associate

chelsea

Chelsea Bruce

BCom

Associate

Isabela Pre

BCom

Associate

velga

Velga Robins


Client Services

We look forward to working with you to achieve your goals.